S.E.E.D. Planning Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

S.E.E.D. Planning Group’s Portfolio BSJQ Stock Details BSJQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.03M	Buy	88,387 +15,215	+21%	+$352K	0.54%	44
2026 Q1	$1.7M	Buy	73,172 +1,173	+2%	+$27.3K	0.49%	41
2025 Q4	$1.68M	Sell	71,999 -3,934	-5%	-$92K	0.48%	45
2025 Q3	$1.78M	Buy	75,933 +3,139	+4%	+$73.4K	0.52%	44
2025 Q2	$1.7M	Buy	72,794 +3,152	+5%	+$73.1K	0.53%	44
2025 Q1	$1.61M	Sell	69,642 -1,201	-2%	-$28.1K	0.54%	46
2024 Q4	$1.65M	Sell	70,843 -15,843	-18%	-$371K	0.55%	47
2024 Q3	$2.03M	Buy	86,686 +3,047	+4%	+$71K	0.67%	43
2024 Q2	$1.93M	Sell	83,639 -2,084	-2%	-$48.1K	0.7%	43
2024 Q1	$1.99M	Buy	85,723 +503	+0.6%	+$11.6K	0.73%	41
2023 Q4	$1.97M	Sell	85,220 -52,187	-38%	-$1.19M	0.79%	36
2023 Q3	$3.11M	Sell	137,407 -79,186	-37%	-$1.81M	1.2%	33
2023 Q2	$4.94M	Buy	216,593 +8,875	+4%	+$202K	1.73%	25
2023 Q1	$4.75M	Buy	207,718 +192,627	+1,276%	+$4.39M	1.83%	27
2022 Q4	$340K	Buy	+15,091	New	+$340K	0.15%	62

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

S.E.E.D. Planning Group's BSJQ Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 21% in Q2 2026, buying an estimated $352K and bringing the position to 88,387 shares worth $2.03M. The position accounts for 0.54% of the portfolio, ranked #44.

S.E.E.D. Planning Group first reported a position in BSJQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.94M in Q2 2023. 163 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

S.E.E.D. Planning Group held 88,387 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $2.03M as of Q2 2026.
S.E.E.D. Planning Group bought 15,215 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $352K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.54% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #44 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
S.E.E.D. Planning Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $4.94M in Q2 2023.
163 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.